FCVT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -19.0% ·
share flow +18.5% ·
net new positions -20.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 186.62K | +13.2% | $8.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 164.84K | +517.2% | $7.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 116.94K | +18.4% | $5.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Jane Street Group, Llc | 92.97K | -7.7% | $4.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 74.76K | -12.7% | $3.30M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 63.08K | -29.0% | $2.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 46.15K | +14.4% | $2.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Truist Financial Corp | 33.76K | +74.8% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Cetera Investment Advisers | 32.85K | +2.9% | $1.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cwm, Llc | 26.38K | +313.1% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Stifel Financial Corp | 18.82K | -8.8% | $831,244 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 18.01K | -20.0% | $795,759 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 13.97K | -11.3% | $600,155 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Rockefeller Capital Management L.P. | 517 | -25.0% | $22,846 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Blair William & Co/Il | 295 | 0.0% | $13,032 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Assetmark, Inc | 112 | 0.0% | $4,948 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 85 | -50.6% | $3,762 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Susquehanna International… | $479,708 | was 0.0% |
| Us Bancorp \De\ | $465,078 | was 0.0% |
| Commonwealth Equity Services… | $229,630 | was 0.0% |
| UBS Group AG | $258 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 63 holders, 1.67M shares, $70.95M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.